WELCOME to Bucks County Pennsylvania's PREMIER Organization for ESTATE PLANNING PROFESSIONALS!
Our mission is to advance the knowledge and ethical standards of Estate Planning in Bucks County and to develop collegiality among professionals in estate planning and affiliated fields. Membership is open to anyone with an interest in Estate Planning.
NOTE NEW BCEPC CONTACT EMAIL: Admin@bcepc.onmicrosoft.com
JOIN OR RENEW YOUR MEMBERSHIP FOR 2024-2025
Our programs are for members and guests. Go to the Membership Page to complete the APPLICATION FORM for new members or MEMBERSHIP RENEWAL. You may pay online or mail your payment to: Bucks County Estate Planning Council, Attn: Mary Slack, P.O. Box 205, Furlong, PA 18925.
Many of our members are attorneys, CPAs and financial planners. Also included in our membership are appraisers, auction houses, daily money managers, elder-care services, government officials and other professionals who assist in Estate Planning.
Our fiscal year runs from July 2024 to June 2025.
BCEPC hosts 7 in-person breakfast meetings for the 2024-2025 program year which are open to members and guests. Meetings are held at The Bucks Club, 2600 York Road in Jamison. Our April Joint Meeting with the Montgomery County Estate Planning Council is a dinner meeting.
Our meetings feature continuing education credits in the form of CLE for attorneys, CPE for CPAs and CE for CFPs.
We have a wonderful and varied calendar of speakers featured on the Events Calendar page. Would you please consider sponsoring an event? Go to the Contact > Sponsorship Opportunities page for information. If you are interested, please contact the BCEPC Admin by email at Admin@bcepc.onmicrosoft.com or by phone at 571-263-9515 for assistance or with any questions.
Our membership becomes even stronger with each new member, and we hope to continue the growth and momentum from last year. Please encourage colleagues in your firm or others in the field to consider membership. I look forward to seeing you in person!
Annual Membership Investment
$150 for a New or Returning Individual Member
$225 for a Firm/Organization with one Member then each additional Member is $75
Jocelin Price - BCEPC 2024-2025 President
Bucks County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
